Overview
When you assign budget items to a supplier or contractor, you can quickly create multiple draft Purchase Orders by using our Auto PO feature all in one click. This automatically pre-fills the budget details, including the Supplier/Contractor, PO Total, and any Description Templates that were preset.
Create Auto PO
Navigate to Jobs > Relevant Job > Job Financials > Purchase Orders and choose 
.
The Auto PO feature allows you to create multiple purchase orders at one time to send out to all of your suppliers. When you first click on the Auto PO button you are met with a dialogue giving you 3 options, lets take a look at those options.
Create PO's based on allocated supplier / contractor on budget
This will create various draft purchase orders one per assigned contractor/supplier. Example could be a single supplier assigned to items across different cost codes. Would result in a single purchase order for all items assigned to that supplier.
Create PO's for each cost category items
Use this option to draft one purchase order, per cost code. The system will automatically assign the first listed contractor/supplier in the costings of this code to the purchase order.
Create separate purchase orders for each unique supplier / contractor within a cost category
Use this option to draft a purchase order for each supplier / contractor within each cost code. This will create each into their individual purchase orders. If an item does not have a supplier/contractor assigned that item will not be included.
⚠️ Note: Suppliers/contractors should be assigned to items on the Job Budget tab or within Costings before converting the estimate to a job. This is required for the "based on allocated supplier/contractor" and "separate purchase orders for each unique supplier/contractor" options. Items without one won't be included. The "Create PO's for each cost category" option isn't required, since the system auto-assigns the first listed contractor/supplier in the costings.
You can then choose to create draft PO's for all suppliers or only select ones.
Selecting the 
icon will show a flyout menu, listing all items within that particular PO.
Then choose 
You're brought to the Purchase Order Tab for the job and can open each/edit as needed to get each sent out!
ℹ️ For more details on customizing your purchase order, refer to this article.